Komori
IwaiCosmo Holdings (8707) · InitiativeAdvanced

Offering of dedicated mutual funds focused on small- and mid-cap stocks with strong growth prospects

First written in FY2017-Q1. 8 of 11 entries say "Restated". Latest entry: FY2025.

11entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019-Q32016: 220162017: 220172018: 320182019: 120192020: 020202021: 020212022: 020222023: 020232024: 220242025: 12025
Same theme, other companies
Expansion of the investment trust and thematic product lineupA theme 7 companies write about · 0 as a headwind · 12 as a tailwind

1 other company's latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「The company expanded its product offering and worked to increase mutual fund assets, including by beginning to offer a high-growth equity fund investing in companies leading innovations that bring dramatic change to society.」

    In addition to continuing to sell semiconductor-related funds and other products, the company began offering a high-growth equity fund investing in companies leading innovation, expanding its lineup of growth-theme products.
  2. FY2025-H1RestatedAnnual report

    「In addition to these initiatives, the company worked to increase mutual fund assets by continuing to sell, through face-to-face and call-center transactions, the Global Semiconductor Focus Fund, which invests in semiconductor-related companies expected to grow, the Invesco Global Select Equity Open Fund, which invests in high-quality companies expected to achieve sustainable growth based on growth, dividends and valuations, and the AllianceBernstein US Growth Equity Fund, which invests in US companies expected to grow over the medium to long term.」

    Continued to focus on selling mutual funds investing in semiconductors, global growth, dividend and value stocks, and US growth stocks, as well as increasing mutual fund assets under management.
  3. FY2024AdvancedAnnual report

    「The company expanded its product offering and focused on increasing mutual fund assets, including by beginning to offer the Global Semiconductor Focus Fund and the Japan Semiconductor Equity Fund, which invest in semiconductor-related companies expected to grow as digital transformation progresses.」

    Added 2 new products investing in semiconductor-related companies and expanded its lineup of growth-theme mutual funds.
  4. FY2019-Q3RestatedAnnual report

    「For medium- to long-term asset management, the company focused on the Shenzhen Innovation Equity Fund, the Cybersecurity Equity Open Fund, and the Nomura PIMCO Global Income Strategy Fund, which had delivered stable performance during previous periods of rising interest rates.」

    Continued to focus on increasing sales and assets under management, mainly through mutual funds with strong growth prospects and low-volatility products that have delivered stable performance.
  5. FY2019-Q2RestatedAnnual report

    「For medium- to long-term asset management, the company focused on the Shenzhen Innovation Equity Fund and the Nomura PIMCO Global Income Strategy Fund, a low-volatility fund expected to deliver stable performance, as core products, and worked to increase sales and assets under management.」

    Continued to focus on sales and asset growth, with the Shenzhen Innovation Equity Fund and the Nomura PIMCO Global Income Strategy Fund as core products.
  6. FY2019-Q1RestatedAnnual report

    「For medium- to long-term asset management, the company focused on selling the Shenzhen Innovation Equity Fund and the Invesco Japan Growth Stocks and Dreams Fund, which have strong growth prospects, as well as the Nomura PIMCO Global Income Strategy Fund, a low-volatility fund expected to deliver stable performance.」

    Continued to focus on selling the dedicated Invesco Japan Growth Stocks and Dreams Fund. The company also added a new low-volatility fund to its product offering.
  7. FY2018-Q3RestatedAnnual report

    「In addition, as part of its proposals for medium- to long-term asset management, the company focused on selling mutual funds investing in themes with strong growth prospects, including the Nissay AI-Related Equity Fund, the Shenzhen Innovation Equity Fund, and the Invesco Japan Growth Stocks and Dreams Fund (nickname: Future Eggs), a dedicated fund of the group.」

    Continued to focus on selling growth-theme products, including the dedicated mutual fund Future Eggs.
  8. FY2018-Q2RestatedAnnual report

    「In addition, as part of its proposals for medium- to long-term asset management, the company focused on selling mutual funds including the Nissay AI-Related Equity Fund and its dedicated Invesco Japan Growth Stocks and Dreams Fund (nickname: Future Eggs),」

    Continued to focus on selling the Nissay AI-Related Equity Fund and the dedicated mutual fund Future Eggs.
  9. FY2017-Q3RestatedAnnual report

    「In face-to-face and call-center transactions, the company focused on selling its second dedicated mutual fund, the Invesco Japan Growth Stocks and Dreams Fund (nickname: Future Eggs), which invests in small- and mid-cap stocks with strong growth prospects.」

    Continued selling the second dedicated mutual fund targeting small- and mid-cap stocks with strong growth prospects through face-to-face and call-center transactions.
  10. FY2017-Q2RestatedAnnual report

    「In June, following the Kansai Support Fund, sold in September of the previous year, the company began offering its second dedicated mutual fund, the Invesco Japan Growth Stocks and Dreams Fund (nickname: Future Eggs), which invests in small- and mid-cap stocks with strong growth prospects.」

    Continued to report the launch of its second dedicated mutual fund targeting small- and mid-cap stocks with strong growth prospects.
  11. FY2017-Q1First statedAnnual report

    「In June, following the "Kansai Support Fund (nickname: The Future of Kansai)," which was sold in September of the previous year, the company began offering the second exclusive investment trust, "Invesco Japan Growth Stock Yume Fund (nickname: Eggs of the Future)," which targets small and mid-cap stocks with strong growth prospects.」

    In June 2016, the company began offering a mutual fund investing in small- and mid-cap stocks with strong growth prospects as its second dedicated fund, following the Kansai Support Fund.
Moved together

"Shift from Flow Revenue Dependence to Stock Revenue" moved the same way as this thread, in the same document, in 2 of its 11 moves.

222222★123456
  1. ★This thread
  2. 1Shift from Flow Revenue Dependence to Stock Revenue2×
  3. 2Balancing Profit Returns Commensurate with Performance and Retained Earnings2×
  4. 3Supporting asset management by expanding financial products focused on overseas markets and growth themes2×
  5. 4Social contributions funded by approximately 1% of profits2×
  6. 5Fixed-Cost Coverage Ratio of at Least 50% Through Stable Earnings2×
  7. 6ROE Above the Average for 18 Securities Companies and Maintaining a Top Ranking2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
IwaiCosmo Holdings's next results are scheduled for 2026-10-23. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.